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- Select Safety > Audit Reports > Browse Schedule. The Audit Schedule screen is displayed.
Click the [
] for the required audit in the Audit Reports pane. The Details tab is displayed.- Select the Checklist tab.
- Click [
] to select the required safety officer role as the Champion/Lead Investigator for each report risk level. - Ensure all the checklist items are assessed. Audits are unable to be closed, until all items have been assessed. Unassessed items are displayed with a grey status indicator.
Select the Documents tab.
Ensure all the relevant documents are uploaded.
- Select the Findings tab.
- Ensure all actions have been processed. Actions displayed in yellow are open. To close an action, click the pencil icon and update the status to ‘Completed’.
Select the Summary tab.
Click [Edit].
Enter the Executive Summary, Summary of Findings, Opportunities for Improvement and adjust the risk rating if required.
Click [Add Sign-off Personnel] to assign sign-off personnel for the audit if required. Select the required sign-off personnel and click [OK].
Click [Update].
If you have assigned sign-off personnel, click [Request Sign-offs]. The system emails all sign-off personnel instructing them to sign-off the audit. Alternatively if sign-offs are not required, proceed to Step 15.
Click [Close Report]. This button is only enabled once all sign-offs have been obtained (if applicable) and all checklist items are assessed.
Click [Export]. The Export Options dialog box is displayed.
Select the required template from the Export File drop-down list.
Click [Export]. The audit report is opened in Microsoft Word 2007.
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